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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,857 | $68,097-62.0% | $62,929-58.9% | $137,256-81.2% |
| Participation rate | 61.1% | 77.4%-16.3pp | 73.1%-12.0pp | 80.0%-18.8pp |
| Annual return | 13.77% | 1859.11%-1845.3pp | 1063.93%-1050.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,426 | $2,811-49.3% | $2,505-43.1% | $4,156-65.7% |
| Participant deferral / active EE | $4,335 | $4,553-4.8% | $3,888+11.5% | $6,407-32.3% |
| Admin fee / account holder | $3,718 | $6,521-43.0% | $5,065-26.6% | $12,270-69.7% |